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Integrated Wealth Concepts LLC: ISPY position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Integrated Wealth Concepts LLC on ISPY, newest first. How the timeline and the estimate are built.

Integrated Wealth Concepts LLC held 52,489 ISPY shares at 2026-06-30 per its 13F-HR/A filed 2026-09-09.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F/A 52,489 shares
    Change vs previous 13F +977 shares

    0.02% of the 13F portfolio, value $2,529,420.

    13F-HR/A 0001737109-26-000007 filed by Integrated Wealth Concepts LLC
    Accepted , ingested

  2. period ended2026-03-31
    13F 51,512 shares
    Change vs previous 13F -1,132 shares

    0.02% of the 13F portfolio, value $2,233,029.

    13F-HR 0001737109-26-000002 filed by Integrated Wealth Concepts LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2025-12-31
    13F 52,644 shares
    Change vs previous 13F +997 shares

    0.03% of the 13F portfolio, value $2,402,152.

    13F-HR 0001737109-26-000001 filed by Integrated Wealth Concepts LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-09-30
    13F 51,647 shares
    Change vs previous 13F +1,019 shares

    0.02% of the 13F portfolio, value $2,329,815.

    13F-HR 0001737109-25-000007 filed by Integrated Wealth Concepts LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2025-06-30
    13F 50,628 shares
    Change vs previous 13F +5,440 shares

    0.02% of the 13F portfolio, value $2,148,141.

    13F-HR 0001737109-25-000006 filed by Integrated Wealth Concepts LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2025-03-31
    13F 45,188 shares
    Change vs previous 13F +16,636 shares

    0.02% of the 13F portfolio, value $1,901,949.

    13F-HR 0001737109-25-000004 filed by Integrated Wealth Concepts LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2024-12-31
    13F 28,552 shares
    Change vs previous 13F +21,077 shares

    0.01% of the 13F portfolio, value $1,264,550.

    13F-HR 0001737109-25-000002 filed by Integrated Wealth Concepts LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  8. period ended2024-09-30
    13F 7,475 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $335,030.

    13F-HR 0001737109-24-000006 filed by Integrated Wealth Concepts LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).